Saturday, January 23, 2021 11:42 AM EDT
As we look at S&P GSCI, which currently has about 60% energy exposure, the correlation with oil is high.
Given our expectation of a falling US$, we expect commodities to rise in the next 5 years.
We also see economic recovery as a driver.
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Disclaimer: This content is for information purposes only. It is not intended to be investment advice. Readers should not consider statements made by the author(s) as formal recommendations and ...
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Disclaimer: This content is for information purposes only. It is not intended to be investment advice. Readers should not consider statements made by the author(s) as formal recommendations and should consult their financial advisor before making any investment decisions. While the information provided is believed to be accurate, it may include errors or inaccuracies. The author(s) cannot be held liable for any actions taken as a result of reading this article.
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